Compare AU

Compare BEAR vs. SWTZ

Compare shares and ETFs on the ASX that you can trade on Pearler.

S&P Aussie Bear 200 (geared)

ASX

Buy

Buy

Overview
Performance

Overview

When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are BEAR and SWTZ. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

BEAR

SWTZ

Popularity

Low

Low

Pearlers invested

3

5

Median incremental investment

$1,175.25

$828.50

Median investment frequency

Monthly

Fortnightly

Median total investment

$2,270.32

$1,974.57

Average age group

26 - 35

> 35


Key Summary

BEAR

SWTZ

Strategy

BEAR.AX was created on 2012-07-06 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. BEAR.AX seeks to generate returns that are negatively correlated to the returns of the Australian sharemarket. The Fund expects to generate a positive return when the S&P/ASX Accumulation 200 Index falls (and a negative return when the index rises).

SWTZ.AX was created on 2017-02-23 by AGP. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to provide investors with an income return that exceeds the S&P/ASX 100 Accumulation Index (Index) (after fees) over rolling 12-month periods, while also maintaining a lower level of volatility relative to the Index over rolling 12-month periods.

Top 3 holdings

SPI 200 FUTURES SEP24 (0 %)

AUD - AUSTRALIA DOLLAR (47.09 %)

BETASHARES AUS HIGH INTEREST ETF (29.63 %)

Switzer Dividend Growth Fund (Managed Fund) (100 %)

Top 3 industries

Other (79.79 %)

Communication Services (20.21 %)

Top 3 countries

Management fee

1.38 %

0.89 %


Key Summary

BEAR

SWTZ

Issuer

BetaShares

AGP

Tracking index

Asset class

ETF

ETF

Management fee

1.38 %

0.89 %

Price

$7.67

$2.49

Size

$42.599 million

$58.771 million

10Y return

-58.90 %

N/A

Annual distribution/ dividend yield (5Y)

0.28 %

7.16 %

Market

ASX

ASX

First listed date

09/07/2012

24/02/2017

Purchase fee

$6.50

$6.50


Community Stats

BEAR

SWTZ

Popularity

Low

Low

Pearlers invested

3

5

Median incremental investment

$1,175.25

$828.50

Median investment frequency

Monthly

Fortnightly

Median total investment

$2,270.32

$1,974.57

Average age group

26 - 35

> 35


Pros and Cons

BEAR

SWTZ

Pros

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

BEAR

SWTZ

Higher management fee

Lower management fee

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield

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